Institutional Ownership Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,763,303
shares
|
$22.3 Million
0.47% of portfolio
|
Q2 2025
Reduced 22.01%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,518,336
shares
|
$19.2 Million
0.0% of portfolio
|
Q2 2025
Added 31.55%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
761,792
shares
|
$9.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.91%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
721,159
shares
|
$9.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
575,652
shares
|
$7.26 Million
0.59% of portfolio
|
Q2 2025
Reduced 21.09%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
571,401
shares
|
$7.21 Million
0.3% of portfolio
|
Q2 2025
Reduced 15.51%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
416,151
shares
|
$5.25 Million
0.11% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
358,576
shares
|
$4.53 Million
0.06% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
340,398
shares
|
$4.3 Million
0.0% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
318,124
shares
|
$4.01 Million
0.35% of portfolio
|
Q2 2025
Reduced 60.27%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
281,583
shares
|
$3.55 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
254,905
shares
|
$3.22 Million
0.0% of portfolio
|
Q2 2025
Added 20.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
240,140
shares
|
$3.03 Million
0.0% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Aug 05, 2025 Q2 2025 |
171,844
shares
|
$2.17 Million
1.36% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
154,220
shares
|
$1.95 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
138,655
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
131,652
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Added 50.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
113,008
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
111,315
shares
|
$1.4 Million
0.14% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
111,051
shares
|
$1.4 Million
0.69% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
111,051
shares
|
$1.4 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
108,124
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 17.85%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
107,639
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 82.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
94,781
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
87,051
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 10.29%
|